Instant Productivity Tools for Brokerage Firms

Growing Pains Really Hurt...

As the owner of your own brokerage firm, you have taken on much more of a business responsibility than what a group or team has to worry about. In addition to your sales and support staff and selling, a business requires significant infrastructure to operate. Legal, Human Resources, Information Technology, Finance are just a few of the critical departments that need a place within your organization.

Staffing, training, turnover, systems and procedures integration are all necessary for a smoothly running operation. On top of all those issues, is the need to sell real estate. Juggling this can be challenging for the best of business people. Your best moments are spent being face-to-face with your clients. You will never achieve a higher dollar-per-hour earnings than when you are speaking to a seller working to get a listing or helping a buyer decide which apartment to make an offer.

So why spend time on non-productive, non-revenue generating items...

Square Foot Advisors Productivity Toolkit for real estate Groups and teams provides the necessary components to better manage you 'back-office' operations, leaving you more time to sell real estate.

Part of our Productivity Toolkit includes :

  • A ready-to-use real, estate-centric business plan geared to focus on setting targets and goals for your team.
  • A review of your existing compensation and incentive program with recommended enhancements.
  • A staffing review of your needs and business plan.
  • Creation of your own Procedures Manual (steps to take with a new listing, open house, deals in contract, etc.)
  • An assessment of your existing contact management system (Outlook/BB, Excel Spreadsheet, Index Cards, etc.) and implements a new web-based system.
  • A defined set of workflow automations designed to deliver immediate, intelligent responses to your web inquiries, lead generations and client follow ups including alerts for tasks based on your new Procedure Manual.
  • Training and hiring of your support team.
  • Administrative support in a full-time or 'overflow' capacity depending on your current support.
  • Guidance on marketing strategies and technologies
  • Connections to the leading real estate sales and marketing trends in the industry.

Critical Items In Our Toolkit


  • Ready to use Business Plan
  • Analysis of your deals and existing business
  • Identification of sales and support jobs
  • Review of your current Contact database
  • Current marketing/branding assessment
  • Assessment of your existing procedures


  • A Customized, web-based Policy and Procedure Manual
  • Access to our all-inclusive Ready-to-Use, Forms Library
  • Detailed Employee Manual and Policy Manuals for HR, IT, Finance, Legal and Operations
  • Job descriptions and training
  • Compensation and Incentive Program
  • Integration/Implementation of Technology Systems (HR, Accounting, Etc.)
  • Implementation of Square Foot's Contact Management System
  • Attend weekly staff meetings
  • Weekly one-on-one progress meetings
  • Image and Brand Creation
  • Sales Training


  • Track deal activity and growth
  • Transition to website/social media presence.
  • Circle back to Business Plan for next level/stage
  • Target new team members
  • Expansion and Acquisition Plans
  • Develop new growth areas (i.e. rentals, developments, mortgage, etc)

Send us your informaiton for a rapid assessment of your back office operations.